Jason Roger Locke
Investment adviser representative at Robertson Investment Management
11 yearsExperience
2 statesRegistered in
$534.1MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Robertson Investment ManagementJul 2026 to now
- Simplicity Financial Investment ServicesOct 2019 to now
- Simplicity Financial DistributorsJul 2019 to now
- Ash BrokerageSep 2015 to now
- M3 FinancialJan 2015 to now
- First Palladium, LLCOct 2018 to Jul 2019
- Mercap Securities, LLCOct 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Robertson Investment Management
$534.1MAssets managed
1,143Clients
8Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3277654
- Firm CRD
- 115425